ESOP · DOL Form 5500 · 2023

Alliance Material Handling, Inc. ESOP

Data updated 2026-08-11

$107M
Total assets
292
Participants
92nd
Percentile by assets
$366,836
Avg per participant
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Official DOL plan name: Alliance Material Handling Employee Stock Ownership Plan · Sponsored by Alliance Material Handling, Inc. · Maryland · Wholesale Trade

$107M in assets, 292 participants

Alliance Material Handling, Inc.'s Alliance Material Handling Employee Stock Ownership Plan reported $107M in total assets and 292 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • 92nd percentile by assets (of 127,072 plans)
  • #5,887 in Wholesale Trade (6,309 peers)

Coverage in Maryland

Alliance Material Handling Employee Stock Ownership Plan covers 292 participants in Maryland, about 31% of the average Maryland filer (state average ~929 per filing). Assets: $107M.

$107M
total plan assets (2023 EOY)
292
covered participants
92nd
percentile by assets (of 127,072 plans)
$366,836
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alliance Material Handling Employee Stock Ownership Plan reported net income rose from -$6M in the plan year 2022 filing to $44M in the plan year 2023 filing.
  • Alliance Material Handling Employee Stock Ownership Plan end-of-year assets rose from $63M in the plan year 2022 filing to $107M in the plan year 2023 filing.
  • Alliance Material Handling Employee Stock Ownership Plan reported participants rose from 242 in the plan year 2022 filing to 292 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Industry

Participants vs Maryland filers

In Maryland, the average filing covers about 929 participants across 2,484 plans. Alliance Material Handling Employee Stock Ownership Plan reports 292 participants - about 31% of that state average ($107M EOY assets).

Maryland filing particulars

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$83M
Net Income$44M
Employer EIN522323852
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alliance Material Handling, Inc.)

$60M$80M$100M$120M$140M 202220232024 $73.4M $119M ▲ +62.7%
Total plan assets by year, all Alliance Material Handling, Inc. plans on file
Year Plans Participants Total Assets
2022 2 441 $73M
2023 2 561 $122M
2024 2 571 $119M

Nearby ESOP Plans in Maryland

Peer ESOP plans, same state, same plan type, ranked by total assets.

Alliance Material Handling Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants

Alliance Material Handling Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 00.511.5 Total assets ($B) Participants Alliance Material Ha…Evapco, Inc. Employe…Westat, Inc. Employe…Kci Technologies, In…Brown Capital Manage…Lockheed Martin Corp…
Alliance Material Handling Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Alliance Material Handling Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Alliance Material Handling Employee Stock Ownership Plan assets move in 2023?
Alliance Material Handling Employee Stock Ownership Plan surged - up 68.9% during 2023, from $63M to $107M. Reported net income was $44M.
How have Alliance Material Handling, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Alliance Material Handling, Inc.'s sponsor-wide assets grew 62.7%, from $73M to $119M.
Where does Alliance Material Handling Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Alliance Material Handling Employee Stock Ownership Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Alliance Material Handling Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Fin Feather Fur Outfitters, Inc. Employee Stock Ownership Plan in OH ($107M, 179 participants).

Next read for Alliance Material Handling Employee Stoc…

Filing takeaways

Ways to act on Alliance Material Handling Employee Stock Ownership Plan's numbers.

  • By total assets, Alliance Material Handling Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Maryland. Compare plans
  • Alliance Material Handling, Inc.'s sponsor-wide assets have grown 62.7% since 2022 across 3 plan years on file. More Wholesale Trade plans